Connect Nutshell to AI agents

Connect Nutshell to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

Supported Tools

find_leads

Find Leads

Search and list leads (sales opportunities) in Nutshell CRM. Supports pagination, sorting, and filtering by status, assignee, and other criteria.

update_account

Update Account

Update an existing account (company) in Nutshell CRM. Provide the account ID and the fields to update. The current revision is fetched automatically for concurrency control.

list_products

List Products

List products available in Nutshell CRM. Products can be associated with leads to track what is being sold.

create_account

Create Account

Create a new account (company) in Nutshell CRM. Accounts can be linked to contacts and leads. Supports URLs, phone numbers, addresses, industry, and custom fields.

search_crm

Search CRM

Perform a universal search across all entity types in Nutshell CRM. Searches contacts, accounts, leads, and other entities simultaneously. Returns lightweight stub results for fast performance.

find_contacts

Find Contacts

Search and list contacts in Nutshell CRM. Supports pagination, sorting, and filtering. Use this to find contacts by various criteria or to list all contacts.

get_timeline

Get Timeline

Retrieve the timeline of interactions and changes for a contact, account, or lead in Nutshell CRM. Shows the history of activities, notes, and modifications.

create_lead

Create Lead

Create a new lead (sales opportunity) in Nutshell CRM. Leads can be associated with contacts, accounts, products, sources, and competitors. Supports setting value, confidence, and custom fields.

get_contact

Get Contact

Retrieve a contact (person) by ID from Nutshell CRM. Returns full contact details including emails, phones, associated accounts, and custom fields.

get_account

Get Account

Retrieve an account (company) by ID from Nutshell CRM. Returns full account details including contacts, leads, URLs, and custom fields.

list_users_teams

List Users & Teams

List users and/or teams in Nutshell CRM. Use this to discover available assignees for leads, tasks, and activities.

update_contact

Update Contact

Update an existing contact in Nutshell CRM. Provide the contact ID and the fields to update. The current revision is fetched automatically for concurrency control.

create_contact

Create Contact

Create a new contact (person) in Nutshell CRM. Contacts can be associated with accounts and leads. Supports email addresses, phone numbers, addresses, and custom fields.

get_lead

Get Lead

Retrieve a lead (sales opportunity) by ID from Nutshell CRM. Returns full lead details including status, value, associated contacts, accounts, products, stage, and custom fields.

update_lead

Update Lead

Update an existing lead in Nutshell CRM. Supports changing status, value, confidence, stage, assignee, contacts, accounts, and custom fields. Can be used to move leads between stages or mark outcomes.

find_accounts

Find Accounts

Search and list accounts (companies) in Nutshell CRM. Supports pagination, sorting, and filtering.

list_activity_types

List Activity Types

List all available activity types in Nutshell CRM (e.g., Call, Meeting, Email). Use this to discover activity type IDs for creating activities.

find_activities

Find Activities

Search and list activities in Nutshell CRM. Activities represent logged interactions such as calls, meetings, and emails.

add_note

Add Note

Add a note to a contact, account, or lead in Nutshell CRM. Notes are used to record important information and interactions.

create_task

Create Task

Create a new task in Nutshell CRM for tracking follow-ups and action items. Tasks can be assigned to users and associated with leads.

list_sources

List Sources

List lead sources in Nutshell CRM. Sources identify where leads originate from (e.g., referral, website, trade show).

list_pipelines_stages

List Pipelines & Stages

List all available milestones (stages) in Nutshell CRM. Use this to discover pipeline stages that leads can be moved through, which is required when updating a lead's stage.

create_activity

Create Activity

Log a new activity (call, meeting, email, etc.) in Nutshell CRM. Activities can be associated with leads and participants to track interactions.

More integrations teams use with Nutshell

Linear

Create, read, update, and delete issues across teams with support for priorities, labels, assignees, due dates, and workflow states. Manage projects that group related issues, and organize work into time-boxed cycles (sprints). Create and manage documents, comments, and file attachments. Search issues using vector similarity or rich filters. Configure teams, workflow states, and labels. Track customers and link them to issues. Subscribe to real-time webhooks for changes to issues, projects, cycles, comments, documents, and more.

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Technical notes for Nutshell

Manage CRM data for small and medium-sized businesses. Create, retrieve, update, and search contacts, accounts, and leads. Track sales pipelines by moving leads between stages, assigning owners, and recording outcomes (won/lost). Log activities such as calls, meetings, and emails. Create and manage tasks for follow-ups. Add notes and files to records. Associate products, competitors, sources, and custom fields with leads. Retrieve users, teams, tags, markets, industries, and pipeline configurations. Access entity timelines for interaction history. Receive webhooks for changes to leads, contacts, accounts, activities, products, and competitors.

Connect Nutshell to production AI agents

See how Metorial gives Nutshell access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Nutshell to AI agents with Metorial.

  1. Can Metorial connect Nutshell to AI agents?
    Yes. Metorial connects AI agents to Nutshell through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.